Paradigm, Strategies In Wealth Management, LLC Ishares Tr Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $145 Million
  • Q2 2025

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 71,809 shares of IBDV stock, worth $1.6 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
71,809
Previous 74,674 3.84%
Holding current value
$1.6 Million
Previous $1.62 Million 2.65%
% of portfolio
1.09%
Previous 1.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
SELL
$21.28 - $21.98 $60,967 - $62,972
-2,865 Reduced 3.84%
71,809 $1.58 Million
Q1 2025

May 07, 2025
SELL
$21.11 - $21.73 $90,160 - $92,808
-4,271 Reduced 5.41%
74,674 $1.62 Million
Q4 2024

Jan 14, 2025
SELL
$21.24 - $22.15 $183,810 - $191,686
-8,654 Reduced 9.88%
78,945 $1.69 Million
Q3 2024

Oct 24, 2024
BUY
$21.11 - $22.24 $401,702 - $423,204
19,029 Added 27.75%
87,599 $1.94 Million
Q2 2024

Jul 30, 2024
BUY
$20.82 - $21.38 $58,587 - $60,163
2,814 Added 4.28%
68,570 $1.46 Million
Q1 2024

May 02, 2024
BUY
$21.16 - $21.68 $814,575 - $834,593
38,496 Added 141.22%
65,756 $1.41 Million
Q4 2023

Jan 26, 2024
BUY
$19.85 - $21.72 $183,215 - $200,475
9,230 Added 51.19%
27,260 $589,000
Q3 2023

Oct 25, 2023
BUY
$20.34 - $21.26 $366,730 - $383,317
18,030 New
18,030 $367,000

Others Institutions Holding IBDV

# of Institutions
270
Shares Held
75.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Paradigm, Strategies In Wealth Management, LLC Portfolio

Follow Paradigm, Strategies In Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm, Strategies In Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm, Strategies In Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email